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iShares US Broker-Dealers & Securities Exchanges ETF

191 hedge funds and large institutions have $1.03B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

5% more capital invested

Capital invested by funds: $978M → $1.03B (+$53.4M)

4.71% more ownership

Funds ownership: 62.15%66.86% (+4.7%)

4% more funds holding

Funds holding: 184191 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $2.13M

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
66
Reduced
52
Closed
21
Calls
$2.08M
Puts
$2.13M
Net Calls
-$54K
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$211M +$94.6M +538,736 +84%
Fisher Asset Management
2
Fisher Asset Management
Washington
$114M -$3.87M -22,030 -3%
LPL Financial
3
LPL Financial
California
$80.2M +$3.11M +17,702 +4%
Morgan Stanley
4
Morgan Stanley
New York
$73M -$2.21M -12,581 -3%
Wells Fargo
5
Wells Fargo
California
$49.4M +$10.9M +62,297 +29%
MML Investors Services
6
MML Investors Services
Massachusetts
$42.6M +$5.45M +31,052 +15%
Bank of America
7
Bank of America
North Carolina
$31.8M -$26.6M -151,546 -46%
AC
8
AlphaCore Capital
California
$29.3M +$28.7M +163,203 New
Ameriprise
9
Ameriprise
Minnesota
$23.6M +$1.58M +8,985 +7%
Two Sigma Investments
10
Two Sigma Investments
New York
$22.4M -$21.8M -124,200 -50%
Osaic Holdings
11
Osaic Holdings
Arizona
$20.4M +$1.17M +6,670 +6%
Stifel Financial
12
Stifel Financial
Missouri
$18.8M -$47.1K -268 -0.3%
WAS
13
WESPAC Advisors SoCal
California
$17.7M +$239K +1,361 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$16.4M -$947K -5,394 -6%
UBS Group
15
UBS Group
Switzerland
$15.8M -$5.33M -30,325 -26%
CWM
16
Chicago Wealth Management
Illinois
$14.2M +$160K +909 +1%
ASN
17
Advisory Services Network
Georgia
$13.7M -$1.49M -8,503 -10%
MWM
18
MinichMacGregor Wealth Management
New York
$11.6M -$35.6K -203 -0.3%
PFS
19
Prospera Financial Services
Texas
$11.2M +$452K +2,573 +4%
HighTower Advisors
20
HighTower Advisors
Illinois
$10.9M +$270K +1,538 +3%
PG
21
Prostatis Group
Maryland
$10.7M +$3.58M +20,379 +52%
Raymond James Financial
22
Raymond James Financial
Florida
$10.7M -$5.31M -30,212 -34%
WDL
23
Well Done LLC
Michigan
$8.41M +$837K +4,764 +11%
JF
24
Jump Financial
Illinois
$8.04M +$7.87M +44,840 New
SA
25
SFI Advisors
New Jersey
$7.06M -$78.8K -449 -1%

IAI Hedge Fund Activity: Q4 2025 in Review

191 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q4 2025, worth a combined $1.03B — up 5.5% from $978M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IAI positions and 21 closed out — a net gain of 10 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $94.6M. The largest seller was Bank of America, cutting an estimated $26.6M.

  • 191 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q4 2025, up from 184 in Q3 2025.
  • Funds reported $1.03B of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q4 2025, up 5.5% quarter-over-quarter.
  • 31 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q4 2025 and 21 closed out, a net change of +10 holders.
  • The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q4 2025 was Harel Insurance Investments & Financial Services, an estimated $94.6M added.
  • The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q4 2025 was Bank of America, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2025.